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iShares MSCI USA Quality Factor ETF

1,637 hedge funds and large institutions have $40.2B invested in iShares MSCI USA Quality Factor ETF in 2026 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 620 increasing their positions, 633 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 633

7% less funds holding in top 10

Funds holding in top 10: 183171 (-12)

93% less call options, than puts

Call options by funds: $2.95M | Put options by funds: $40.3M

Holders
1,637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
171
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.95M
Puts
$40.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1251
TRUE Private Wealth Advisors
Oregon
$314K
IA
1252
Invested Advisors
Pennsylvania
$314K
AWA
1253
American Wealth Advisors
Georgia
$313K
IPW
1254
Impact Partnership Wealth
Georgia
$312K
SWP
1255
SIMA Wealth Partners
Virginia
$310K
FWP
1256
Falcon Wealth Planning
California
$310K
CIR
1257
Clear Investment Research
Georgia
$305K
VDC
1258
Van Diest Capital
Iowa
$304K
SFP
1259
Sterling Financial Planning
New Jersey
$304K
BWL
1260
Beacon Wealthcare LLC
North Carolina
$303K
HWMG
1261
Hurlow Wealth Management Group
Indiana
$303K
LAS
1262
Lloyd Advisory Services
Georgia
$303K
KFG
1263
Kingdom Financial Group
Arizona
$303K
FFG
1264
Fortress Financial Group
Minnesota
$302K
GKWIM
1265
Gerber Kawasaki Wealth & Investment Management
California
$300K
NPT
1266
Nixon Peabody Trust
Massachusetts
$298K
SI
1267
Stirlingshire Investments
New York
$298K
KFC
1268
Klingenstein Fields & Co
New York
$298K
FRA
1269
Frank Rimerman Advisors
California
$297K
DWM
1270
Destination Wealth Management
California
$297K
FF
1271
Farnam Financial
Arizona
$297K
HPCM
1272
Hunter Perkins Capital Management
Illinois
$297K
PRTG
1273
Post Resch Tallon Group
New York
$295K
CTA
1274
Colonial Trust Advisors
South Carolina
$294K
ACS
1275
Archford Capital Strategies
Illinois
$294K